Latest Institutional Transactions on Southern CO (SO)
This table provides information on the latest institutional transactions involving Southern CO (SO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.14KNew |
$194K - $205K
|
2.14K
$194K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.66KNew |
$242K - $256K
|
2.66K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
24+ 0.21% |
$2.18K - $2.3K
|
11.4K
$1.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.37K+ 4.38% |
$124K - $131K
|
32.5K
$2.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.02K- 2.12% |
$93K - $98.3K
|
47.4K
$4.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
660+ 9.24% |
$59.9K - $63.4K
|
7.81K
$707K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
11+ 0.34% |
$999 - $1.06K
|
3.26K
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-265- 2.66% |
$24.1K - $25.4K
|
9.69K
$877K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 0.04% |
$454 - $480
|
13.5K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.12K- 17.95% |
$102K - $108K
|
5.12K
$464K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-183- 9.85% |
$16.6K - $17.6K
|
1.68K
$152K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 20.08% |
$96.6K - $102K
|
6.36K
$576K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.88KNew |
$171K - $180K
|
1.88K
$170K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-107- 0.81% |
$9.72K - $10.3K
|
13.2K
$1.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3K- 3.24% |
$273K - $288K
|
89.5K
$8.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-30- 0.64% |
$2.72K - $2.88K
|
4.65K
$421K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.67K- 53.73% |
$878K - $928K
|
8.32K
$754K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.16KNew |
$196K - $207K
|
2.16K
$196K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 26.88% |
$131K - $139K
|
6.82K
$618K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$195K - $206K
|
2.15K
$195K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-107- 0.96% |
$9.72K - $10.3K
|
11.1K
$1M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
229+ 2.35% |
$20.8K - $22K
|
9.96K
$902K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
25+ 0.36% |
$2.27K - $2.4K
|
7.04K
$638K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
23+ 0.78% |
$2.09K - $2.21K
|
2.98K
$270K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
138+ 0.81% |
$12.5K - $13.2K
|
17.3K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
86+ 3.07% |
$7.81K - $8.26K
|
2.88K
$261K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-5- 1.53% |
$454 - $480
|
322
$29.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1- 0.01% |
$90.8 - $96
|
11.4K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-50- 1.07% |
$4.54K - $4.8K
|
4.61K
$418K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.52% |
$90.8 - $96
|
192
$17.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
246+ 2.2% |
$22.3K - $23.6K
|
11.4K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11New |
$999 - $1.06K
|
11
$996
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-185- 7.09% |
$16.8K - $17.8K
|
2.42K
$220K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
83+ 2.11% |
$7.54K - $7.97K
|
4.02K
$364K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-328- 11.28% |
$29.8K - $31.5K
|
2.58K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1K+ 11.5% |
$90.8K - $96K
|
9.7K
$878K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
333+ 7.35% |
$30.2K - $32K
|
4.87K
$441K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.78K+ 1.36% |
$253K - $267K
|
207K
$18.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
812+ 1.69% |
$73.8K - $78K
|
48.9K
$4.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
134+ 0.6% |
$12.2K - $12.9K
|
22.4K
$2.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
131+ 1.53% |
$11.9K - $12.6K
|
8.68K
$787K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 1.25% |
$96.7K - $102K
|
86.1K
$7.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
184+ 0.4% |
$16.7K - $17.7K
|
46.2K
$4.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-15- 0.34% |
$1.36K - $1.44K
|
4.36K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-96- 1.15% |
$8.72K - $9.22K
|
8.22K
$744K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.6K+ 95.41% |
$781K - $825K
|
17.6K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
193+ 7.36% |
$17.5K - $18.5K
|
2.82K
$255K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-975- 6.82% |
$88.6K - $93.6K
|
13.3K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
19+ 0.77% |
$1.73K - $1.82K
|
2.49K
$226K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 0.22% |
$817 - $864
|
4.07K
$369K
|
|